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Scholar Financial Advising, LLC

● SEC registered since 2024CRD 298968SEC# 801-130382Winston-Salem, NC
Export (members)
Reg. AUM
—
Employees
9
Accounts
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Location
Winston-Salem, NC

Scholar Financial Advising, LLC assets under management

Scholar Financial Advising, LLC is an SEC-registered investment adviser based in Winston-Salem, NC. The firm has been registered since 2024. It employs 9 people.
www.youtube.com/@scholarfinancialadvisingView on SEC.gov ↗

Scholar Financial Advising, LLC owners & executives

1 reported
NameTitleOwnershipSince
Stephan Douglas Shipe ControlCeo, Cco, & Managing MemberOver 75%2018

Frequently asked questions

How many employees does Scholar Financial Advising, LLC have?

Scholar Financial Advising, LLC reports 9 employees.

Where is Scholar Financial Advising, LLC located?

Scholar Financial Advising, LLC is based in Winston-Salem, NC and has been SEC-registered since 2024.

Does Scholar Financial Advising, LLC disclose fund performance?

Scholar Financial Advising, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address380 Knollwood Street, Suite 410, Winston-Salem, NC 27103
Phone(336) 360-6833
Office hoursBy Appointment
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo